Latest Institutional Transactions on Engine No 1 ETF Tr (VOTE)
This table provides information on the latest institutional transactions involving Engine No 1 ETF Tr (VOTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.55KNew |
$113K - $122K
|
1.55K
$122K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.79KNew |
$275K - $298K
|
3.79K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.31K+ 3.24% |
$241K - $261K
|
106K
$8.33M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
268+ 0.62% |
$19.5K - $21.1K
|
43.5K
$3.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.06K+ 10.31% |
$76.7K - $83K
|
11.3K
$891K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
422+ 2.91% |
$30.7K - $33.2K
|
14.9K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$14.5K - $15.7K
|
200
$15.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
84.7K+ 30.41% |
$6.16M - $6.66M
|
363K
$28.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.24K- 4.35% |
$599K - $649K
|
181K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
232New |
$16.9K - $18.3K
|
232
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
3.1KNew |
$225K - $244K
|
3.1K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 1.5% |
$1.31K - $1.42K
|
1.18K
$93.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.19% |
$2.98K - $3.23K
|
21.7K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
127+ 13.03% |
$9.23K - $9.99K
|
1.1K
$87K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 132.2% |
$38.5K - $48.1K
|
1.16K
$91.6K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
3.48KNew |
$203K - $253K
|
3.48K
$275K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$349 - $436
|
6
$474
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42KNew |
$141K - $176K
|
2.42K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.6K- 99.09% |
$1.08M - $1.35M
|
171
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
383+ 2.32% |
$22.3K - $27.9K
|
16.9K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8K+ 178.83% |
$466K - $582K
|
12.5K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
8.05KNew |
$469K - $586K
|
8.05K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.32M - $1.65M
|
22.7K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
92New |
$5.35K - $6.69K
|
92
$7.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-227- 3.66% |
$13.2K - $16.5K
|
5.97K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 61.34% |
$4.25K - $5.31K
|
192
$15.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.28K - $1.6K
|
22
$1.74K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.97KNew |
$173K - $216K
|
2.97K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.27K+ 123.0% |
$74.1K - $92.6K
|
2.31K
$182K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 0.3% |
$989 - $1.24K
|
5.72K
$452K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-25- 25.0% |
$1.46K - $1.82K
|
75
$5.92K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-34.2K- 32.24% |
$1.99M - $2.49M
|
71.8K
$5.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
575+ 12.91% |
$33.5K - $41.8K
|
5.03K
$397K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 4.45% |
$208K - $232K
|
75.4K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.84KNew |
$313K - $349K
|
4.84K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-488- 32.8% |
$31.5K - $35.2K
|
1K
$78.9K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$64.6 - $72.1
|
311
$24.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.48% |
$3.75K - $4.18K
|
12K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 26.19% |
$75.1K - $83.9K
|
3.28K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.94K - $2.16K
|
30
$2.37K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.39% |
$517 - $577
|
2.06K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$5.36K - $5.99K
|
83
$6.55K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 50.0% |
$64.6 - $72.1
|
1
$78.9
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.85% |
$64.6 - $72.1
|
27
$2.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$323 - $361
|
5
$395
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
43+ 0.38% |
$2.78K - $3.1K
|
11.4K
$899K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
375+ 4.66% |
$24.9K - $26.8K
|
8.42K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 21.98% |
$77.7K - $83.7K
|
4.15K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
163+ 3.9% |
$10.8K - $11.7K
|
4.34K
$343K
|
|